Uhlolojikelele lwemakethe
Kuleli sonto, njengoba intengo ye-petroleum coke iqhubeka nokwehla yafinyelela emazingeni aphansi, izinkampani ezansi nomfula zaqala ukuthenga emakethe, ukuthunyelwa kwemishini yokuhlanza konke kwaba ngcono, uhlu lwezimpahla lwawa, futhi amanani e-coke ayeka kancane kancane ukuwa ukuze azinze. Kuleli sonto, intengo yokupheka yezindawo zokucwenga ze-Sinopec yehle ngo-150 yaya ku-680 yuan/ton, ezinye izintengo zokupheka zezindawo zokuhlanza zika-petrochina zehle ngo-240 ukuya ku-350 yuan/ton, intengo yokupheka yezindawo zokuhlanza ze-CNOOC ngokuvamile ibibuthakathaka futhi izinzile, futhi iningi lokupheka. amanani ezindawo zokucwenga zendawo ehle ngo-50 kuya ku-1,130 yuan/ton.
Imakethe kawoyela we-petroleum coke inethonya kuleli sonto: I-coke kawoyela wesulfure emaphakathi nephezulu: 1. I-Sinopec, zonke izihlungi zayo zithintwa kakhulu ukwehla kwentengo ye-petroleum coke evela ezindaweni ezihluzwayo zendawo, futhi ukuthunyelwa kwawo akukuhle kangako, intengo ye-coke ngokuvamile yehle. kuleli sonto, futhi ukuthunyelwa kwecoke ye-petroleum sulfur ephakathi akukubi kangako ezindaweni ezigudle uMfula iYangtze. Iyunithi yokupheka ye-Anqing Petrochemical kulindeleke ukuthi iqale ukusebenza ngemva koSuku Lonyaka Omusha, futhi i-petroleum coke ye-Jingmen Petrochemical izoqala ukuthunyelwa ngokuvumelana ne-3#B kuleli sonto. 2. Ithintwa ukuthambekela kokwehla kwemakethe, intengo ye-petroleum coke yase-Yumen ne-Lanzhou petrochemical esifundeni esisenyakatho-ntshonalanga ye-petrochina iqhubekile nokwehla ngo-260-350 yuan/ton kuleli sonto; Kuleli sonto, intengo ye-coke yokucwenga esifundeni sase-Xinjiang yayizinzile okwesikhashana, i-inventory yanda kancane, futhi intengo ye-coke ye-Dushanzi Petrochemical yehla ngo-100 yuan/ton ngesonto eledlule; 3. Mayelana nezindawo zokucwenga zasendaweni, imakethe yendawo ye-petroleum coke iyayeka ukuwa futhi izinzile. Njengoba intengo yendawo yokupheka yehla kancane kancane ibe sezingeni eliphansi, umdlandla wokuthenga wamabhizinisi aphansi uyakhula, futhi amabhizinisi ekhabhoni aqala ukubuyisela emuva, futhi ingcindezi yezezimali yezinkampani iyehla. Ingcindezi yendawo yokuhluza kawoyela we-coke yehlisiwe, amanani e-coke aqala ukuyeka ukwehla; Okwesine, ichweba, ekupheleni kwenyanga, i-petroleum coke engenisiwe yafika echwebeni, i-port petroleum coke shipment pressure, i-inventory isalokhu iphezulu. Amanani asekhaya e-petroleum coke ayaqhubeka nokwehla kuleli sonto, amanani e-port sponge coke enze ingcindezi, amanani e-port sponge coke ehle ngamazinga ahlukene. Ngokuphathelene ne-coke ye-sulphur petroleum ephansi: kuleli sonto, i-coke yamafutha aphansi esifundeni esisenyakatho-mpumalanga ye-refinery ye-petrochina yahlala ibuthakathaka futhi izinzile. Isimo sokuthunyelwa kwemakethe ye-sulphur coke ephansi besisaphansi kunalokho obekulindelwe. Amabhizinisi angezansi ayenesimo sengqondo sokulinda futhi abone futhi ikakhulukazi agaye i-inventory yokuqala. Emakethe yaleli sonto, i-Daqing, Fushun, Jinxi, Jinzhou Petrochemical petroleum coke iqhubekile nokuqinisekisa ukuthengiswa kuleli sonto, intengo izinzile okwesikhashana, futhi intengo yokuvula izomenyezelwa ekupheleni kwenyanga. Liaohe, Jilin Petrochemical price ye-coke ukugcinwa kuleli sonto, ukuthunyelwa okuvamile kancane; I-North China Dagang Petrochemical ibhida kuleli sonto inani lakamuva lama-yuan/ton angu-5130, ukwehla kwenyanga nenyanga. Kuleli sonto, zonke izintengo ze-petroleum coke ezihlinzekwa yizinkampani zokuhluza ze-CNOOC bezizinzile. Iyunithi yokupheka ye-Taizhou Petrochemical iqale ukukhiqiza i-coke ngoDisemba 22, futhi intengo yakamuva ibingu-4,900 yuan/ton kusukela ngoLwesibili.
Kuleli sonto imakethe ye-petroleum coke ecwengisisiwe iyeke ukuwa futhi yazinza, ibanga elingu-50-1130 yuan/ton. Njengoba intengo yendawo yokupheka yehla kancane kancane ibe sezingeni eliphansi, umdlandla wokuthenga wamabhizinisi aphansi uyakhula, futhi amabhizinisi ekhabhoni aqala ukubuyisela emuva, futhi ingcindezi yezezimali yamabhizinisi iyehla. Njengamanje, iqoqo le-petroleum coke lamabhizinisi ekhabhoni elisezansi nomfula lisezingeni eliphansi, futhi isidingo sisonke se-petroleum coke sisekhona. Umuzwa wokuthenga wamabhizinisi uphezulu uma kuqhathaniswa, ingcindezi yokusungula i-petroleum coke yezindawo ezicolisiswayo zendawo iyehla, futhi intengo ye-coke iqala ukuyeka ukwehla. Olunye uhlu lwenani eliphansi le-petroleum coke lehlisiwe lafika ezingeni eliphansi, amanani e-coke aqala ukukhuphuka ngo-50-100 yuan/ton. I-Northeast petroleum coke isitebele, ezansi nomfula ngokuvumelana nesidingo sokuthengwa kwempahla; Ukuhweba kwemakethe ye-asphalt coke endaweni yaseNyakatho-ntshonalanga kusabonisa okujwayelekile. Kusukela ngomhla ka-29 Disemba, kukhona ukunakekelwa okujwayelekile okungu-5 kwamayunithi okupheka asendaweni. Kuleli sonto, iyunithi yokupheka eyodwa ivuliwe noma yavalwa, futhi ukuphuma kwansuku zonke kwezinye izindawo zokuhluza kuye kwalungiswa kancane. Kusukela ngoLwesine, ukuphuma kwansuku zonke kwe-petroleum coke bekungamathani angama-37,370, kanti izinga lokusebenza kwe-petroleum coke lalingu-72.54%, liphansi ngo-2.92% kunesonto eledlule. Kusukela ngalolo Lwesine, i-coke yesulfure ephansi (i-S1.5% ngaphakathi) ukuthengiselana kwefekthri okujwayelekile okungu-4200-4300 yuan/ton, i-coke yesibabule esimaphakathi (S3.0% ngaphakathi) ukuthengiselana okujwayelekile kwefekthri 2100-2850 yuan/ton; I-vanadium coke enesulfure ephezulu (okuqukethwe kwesibabule cishe okungaba ngu-5.0%) umsebenzi wefekthri ojwayelekile 1223-1600 yuan/ton.
Uhlangothi lokunikezela
Kusukela ngomhla ka-29 Disemba, kukhona ukunakekelwa okujwayelekile okungu-7 kwamayunithi okupheka asendaweni. Kuleli sonto, iyunithi yokupheka eyodwa iyavulwa noma ivalwe, futhi enye isethi yamathani ayizigidi eziyisi-6/iyunithi yokupheka esanda kwakhiwa iyafakwa ekukhiqizeni. Njengamanje, zonke zisetshenziswa ngokwazo. Kusukela ngoLwesine, ukukhishwa kwansuku zonke kwe-petroleum coke ensimini bekungamathani angama-85,472, kanti izinga lokusebenza lokupheka ensimini lalingamaphesenti angu-71.40, likhuphuke ngamaphesenti angu-1.18 kusukela ngesonto eledlule.
Uhlangothi lwesidingo
Kuleli sonto, ingcindezi yezezimali yezinkampani ezikhiqiza ikhabhoni iyancipha kancane, futhi ngenxa yokutholakala kahle kwe-coke ye-petroleum yasekhaya kanye nentengo ephezulu ekuqaleni, kanye nomthelela womqondo wokuthi “thenga, ungathengi. phansi”, i-inventory ye-petroleum coke eluhlaza yamabhizinisi asezansi nomfula isezingeni eliphansi. Njengamanje, njengoba intengo ye-coke yehlela ezingeni eliphansi, amabhizinisi aphansi aseqalile ukukhulisa umdlandla wawo wokuthenga emakethe.
Isici sokusungula
Kuleli sonto, njengoba intengo yemakethe ye-petroleum coke yasekhaya iqhubeka nokwehla, umdlandla wokuthenga we-downstream wanda kancane kancane, i-refinery petroleum coke inventory yaqala ukwehla, ukwehla okuphelele kuya ezingeni eliphakathi; I-Port petroleum coke nge-coke price yokwehla kwengcindezi yasekhaya, ijubane lokulethwa liyaqhubeka nokuncipha, futhi i-coke engenisiwe isafika ethekwini, i-port petroleum coke inventory isesezingeni eliphezulu.
Isilinganiso sembobo
Ukuthunyelwa kwansuku zonke kwamachweba amakhulu kuleli sonto bekungamathani angama-23,550, kanti inani eliphelele lokusungula amachweba lalingamathani ayizigidi ezingu-2.2484, lehle ngo-0.34% kusukela enyangeni edlule.
Ekupheleni kwaleli sonto, i-petroleum coke engenisiwe yafika ethekwini ngokulandelana, i-port petroleum coke shipment pressure, i-inventory isalokhu iphezulu. Kuleli sonto, intengo ye-coke ye-petroleum yasekhaya iqhubekile nokwehla, itheku lingenisa intengo ye-sponge coke yakha ingcindezi, intengo yesipontshi se-port coke yehla yaba ngamazinga ahlukahlukene; Ngenxa yokuthi izindleko ze-sponge coke ezingenisiwe ziphezulu okwamanje, futhi ekupheleni konyaka abanye abadayisi bamagange ukuqoqa imali, ukulahlekelwa kokuthengiswa kwamabala kukhulu, kodwa isimo sokuthola phansi komfula asikakabi kahle. Ngokuphathelene ne-coke kaphethiloli, intengo yokubhida yezitshalo zamandla angaphansi komfula kanye nezitshalo zikasimende iyehla, ivolumu yokuhweba yemakethe ye-coke ye-sulphur pellet ephezulu iyisilinganiso, futhi isidingo esingezansi somfula we-medium-low sulfur pellet coke sizinzile. Ibhidi yeFormosa Petrochemical yemikhumbi emibili ye-petroleum coke ngoJanuwari 2023, enenani elimaphakathi lama- $299 / ton.
I-Formosa Petrochemical Co., LTD., January 2023, 2 imikhumbi yebhidi ye-petroleum coke: inani lentengo elimaphakathi (FOB) ngalesi sikhathi lilinganiselwa ku-$299 / ton; Idethi yokuthunyelwa nguJanuwari 25, 2023 - Januwari 27, 2023, kanye noJanuwari 27, 2023 - Januwari 29, 2023 kusukela e-Mailiao Port, e-Taiwan. Ubuningi be-petroleum coke ngomkhumbi cishe amathani ayi-6,500-7,000, kanti okuqukethwe kwesibabule cishe ku-9%. Intengo yokubhida yi-FOB Mailiao Port.
I-United States sulphur 2% pellet Coke ngoDisemba CIF cishe 280-290 dollars/ton. I-American sulfur 3% pellet Coke ngoDisemba CIF 255-260 USD/ton. Us S5% -6% high sulfur pellet coke in December CIF 185-190 USD/ton, Saudi pellet coke in December price 175-180 USD/ton. Izindleko ezivamile zokuhlala e- Taiwan Coke ngo-January 2023 FOB cishe ngama- $299/thani.
Isibikezelo semakethe esizayo
I-Low Sulfur Coke: Njengoba uNyaka Omusha WaseShayina usondela futhi isidingo semakethe siqhubeka nokuba buthaka, kuhlangene nokuqubuka kwe-COVID-19 ezifundeni ezihlukahlukene, inkampani ilindele ukuthi amanani entengo aphansi e-coke yesibabule aqhubeke nokucwiliswa ngesonto elizayo. I-coke ye-sulphur petroleum emaphakathi nephezulu: Ngesonto elizayo eliqondane nokuqala konyaka, ingcindezi yezezimali yamabhizinisi aphansi iye yakhululeka, kuhlanganiswe namazinga aphansi amaningana ohlu lwamabhizinisi oluhlaza lwe-coke ye-petroleum, kanye nesidingo esiphelele se-petroleum coke emakethe namanje lapho. Ngakho-ke, i-Baichuan Surplus ibikezele ukuthi i-coke ye-petroleum ene-sulphur ephezulu ezindaweni eziphambili zokuhluza izohlala izinzile ngesonto elizayo, kuyilapho intengo ye-petroleum coke ezindaweni zokuhluza zendawo izoyeka ukwehla futhi izinzile, futhi amanani entengo ephansi ye-petroleum coke kulindeleke ukuthi enyuke, ububanzi obuyi-100-200 yuan/ton.
Isikhathi sokuthumela: Jan-12-2023